Southland Equity Partners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
+1,904
| New | +$236K | 0.05% | 209 |
|
|
2025
Q1 | – | Sell |
-2,020
| Closed | -$225K | – | 232 |
|
|
2024
Q4 | $225K | Sell |
2,020
-90
| -4% | -$10K | 0.05% | 204 |
|
|
2024
Q3 | $203K | Sell |
2,110
-82
| -4% | -$7.89K | 0.05% | 215 |
|
|
2024
Q2 | $218K | Sell |
2,192
-207
| -9% | -$20.6K | 0.06% | 195 |
|
|
2024
Q1 | $294K | Buy |
+2,399
| New | +$294K | 0.08% | 161 |
|
|
2022
Q4 | – | Sell |
-2,125
| Closed | -$200K | – | 173 |
|
|
2022
Q3 | $200K | Sell |
2,125
-326
| -13% | -$30.8K | 0.1% | 157 |
|
|
2022
Q2 | $231K | Sell |
2,451
-645
| -21% | -$60.9K | 0.11% | 140 |
|
|
2022
Q1 | $425K | Sell |
3,096
-93
| -3% | -$12.8K | 0.18% | 91 |
|
|
2021
Q4 | $494K | Buy |
3,189
+109
| +4% | +$16.9K | 0.2% | 84 |
|
|
2021
Q3 | $521K | Sell |
3,080
-137
| -4% | -$23.2K | 0.24% | 73 |
|
|
2021
Q2 | $565K | Sell |
3,217
-71
| -2% | -$12.5K | 0.27% | 73 |
|
|
2021
Q1 | $607K | Buy |
3,288
+452
| +16% | +$83.4K | 0.34% | 60 |
|
|
2020
Q4 | $514K | Buy |
+2,836
| New | +$514K | 0.35% | 62 |
|